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Sagespring Wealth Partners’s Pfizer PFE Stock Holding History

Sagespring Wealth Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Sell
60,332
-17,720
-23% -$464K 0.02% 273
2026
Q1 		$2.19M Buy
78,052
+13,443
+21% +$358K 0.04% 184
2025
Q4 		$1.61M Buy
64,609
+3,106
+5% +$78.3K 0.03% 224
2025
Q3 		$1.57M Buy
61,503
+7,513
+14% +$185K 0.03% 221
2025
Q2 		$1.31M Buy
53,990
+9,610
+22% +$224K 0.03% 230
2025
Q1 		$1.12M Buy
44,380
+2,264
+5% +$59.2K 0.03% 228
2024
Q4 		$1.12M Buy
+42,116
New +$1.14M 0.03% 201

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sagespring Wealth Partners's PFE Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Pfizer (PFE) stake by 23% in Q2 2026, selling an estimated $464K and leaving 60,332 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #273.

Sagespring Wealth Partners first reported a position in PFE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q1 2026. 2,834 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Sagespring Wealth Partners held 60,332 shares of Pfizer worth $1.45M as of Q2 2026.
  • Sagespring Wealth Partners sold 17,720 Pfizer shares in Q2 2026, an estimated $464K.
  • Pfizer made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Sagespring Wealth Partners first reported a position in Pfizer in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Pfizer position peaked at $2.19M in Q1 2026.
  • 2,834 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.